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Jack received a BA in Economics from California State University Sacramento and an MBA from Pepperdine University in Los Angeles.
Jack spent the first nine years of his business career in the communications and computer industries. In his last position he was a vice president at Burroughs Corporation/Graphic Sciences (Unisys).
After extensive training, Jack entered the financial services industry in 1976 as a financial consultant for Warburg, Paribas Becker. He provided financial advice to companies, public entities, Taft-Hartley funds, endowments, and foundations with assets exceeding $7 billion.
After spending two years with a money management firm, Jack founded Lexington Capital Management in 1983, a money management firm that wholesaled its services through wirehouses and regional broker-dealers. In 1989, Jack also founded a broker-dealer and built a national retail distribution system to market its products and services. Between 1996 and 2003, Lexington was sold to two larger financial services companies. In his last position, Jack was president of Sungard Advisor Technologies. During these 20 years Jack worked with thousands of investors and financial advisors and was responsible for providing services to individual and institutional investors with billions of dollars of assets.
In 2004, Jack left the financial services industry to market the book he authored: Who’s Watching Your Money? The 17 Paladin Principles for Selecting a Financial Advisor. The book was published in December, 2003 by John Wiley & Sons and was widely regarded as the first to provide investors with a process for selecting higher quality advisors and avoiding the risks and consequences of bad advice from lower quality advisors.
In 2004, Jack was also the co-founder of PaladinRegistry.com. The website took selected content from his book and made it available to investors over the Internet. Later, in 2004, Jack was a key participant in the development of a proprietary methodology for evaluating advisor credentials, ethics, business practices, and services. Advisors who met Paladin's strict requirements were awarded its highly regarded five star quality rating. Paladin was the first web-based service that vetted financial professionals for investors and provided comprehensive documentation for their credentials, ethics, business practices, and services.
In 2008, Jack was instrumental in the development of an online Directory of Financial Professionals (FindFinancialAdvisors.com), a blog site (InvestorWatchdog.com) that reported on investment risks that resulted from ethical conflicts in the financial services industry, and three investor education websites (PaladinRegistry.org, theInvestment.org, and theFinancial.org).
Jack has appeared on CNNfn and over 100 national, regional, and local radio and TV shows to talk about the subject matter of his book, the risks and consequences of bad advice, and Paladin’s online solutions. He is also widely quoted in the print media including Forbes, BusinessWeek, Worth and Kiplinger.
Jack can be reached at info@paladinregistry.com. |
